See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,262 | $214,378-9.8% | $200,582-3.6% | $142,382+35.7% |
| Participation rate | 85.0% | 87.4%-2.4pp | 86.9%-1.9pp | 80.1%+4.9pp |
| Annual return | 17.20% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,366 | $6,841-21.6% | $6,419-16.4% | $4,299+24.8% |
| Participant deferral / active EE | $17,110 | $9,865+73.4% | $9,331+83.4% | $6,507+162.9% |
| Admin fee / account holder | $48,707 | $17,692+175.3% | $16,305+198.7% | $12,624+285.8% |